VNQ (Vanguard Real Estate ETF) — over the past 10 years it returned about 6.5% annualized on a total-return basis, yields roughly 3.66%, and had a worst drawdown near -42.4%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $19,888 today.
Sortino
0.51
Volatility
20.4%
$10k → today
$19,888
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $3.33 | — |
| 2021 | $2.96 | -11.1% |
| 2022 | $3.23 | 8.8% |
| 2023 | $3.49 | 8.2% |
| 2024 | $3.43 | -1.7% |
| 2025 | $3.47 | 1.1% |
Risk & return vs the S&P 500
| Metric | VNQ | SPY |
|---|---|---|
| CAGR | 6.5% | 15.1% |
| Volatility | 20.4% | 17.7% |
| Sharpe | 0.41 | 0.88 |
| Sortino | 0.51 | 1.08 |
| Max drawdown | -42.4% | -33.7% |
| Dividend yield | 3.66% | 0.98% |